WADDELL & ASSOCIATES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,612 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
WADDELL & ASSOCIATES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,610,643
-6.1%
18,927
-3.2%
0.38%
-6.4%
Q2 2023$2,779,803
+1.4%
19,562
-1.4%
0.41%
-4.7%
Q1 2023$2,741,111
-15.4%
19,847
-14.1%
0.43%
-21.2%
Q4 2022$3,241,747
+29.5%
23,094
+13.9%
0.54%
+12.0%
Q3 2022$2,504,000
-7.1%
20,276
-0.8%
0.48%
-11.7%
Q2 2022$2,695,000
-11.1%
20,436
-0.3%
0.55%
+13.0%
Q1 2022$3,030,000
-8.6%
20,505
-9.0%
0.49%
-7.6%
Q4 2021$3,315,000
+16.3%
22,532
+7.0%
0.53%
+8.5%
Q3 2021$2,851,000
-4.5%
21,060
-3.0%
0.48%
+7.1%
Q2 2021$2,985,000
-1.3%
21,718
-5.6%
0.45%
-27.1%
Q1 2021$3,024,000
+9.7%
23,006
-0.7%
0.62%
-1.6%
Q4 2020$2,757,000
+11.7%
23,178
-1.8%
0.63%
-5.7%
Q3 2020$2,468,000
+6.7%
23,613
-9.1%
0.67%
-27.3%
Q1 2020$2,313,000
-94.0%
25,968
-91.9%
0.92%
-92.0%
Q4 2019$38,506,000
+5.8%
321,281
-1.5%
11.49%
+0.7%
Q3 2019$36,412,000
-1.1%
326,217
-1.8%
11.40%
+2.2%
Q2 2019$36,834,000
+4.7%
332,080
+1.6%
11.16%
-0.2%
Q1 2019$35,176,000
+29.6%
326,820
+18.0%
11.18%
-11.1%
Q4 2018$27,139,000277,07412.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Peninsula Wealth, LLC 458,742$54,980,00025.45%
Permanens Capital L.P. 834,780$100,048,00025.13%
VISTA CAPITAL PARTNERS, INC. 1,027,804$123,182,00023.06%
Cornerstone Management, Inc. 364,210$43,650,56918.51%
JONES FINANCIAL COMPANIES LLLP 75,825,475$9,087,684,00018.18%
Brickley Wealth Management 401,848$48,162,00017.55%
CAPITAL WEALTH MANAGEMENT, LLC 140,172$16,800,00017.14%
TL Private Wealth 155,748$18,760,00016.22%
CBIZ Investment Advisory Services, LLC 1,252,314$150,841,00016.02%
Cable Hill Partners, LLC 397,717$47,666,00014.35%
View complete list of VANGUARD INDEX FDS shareholders